11 am - 12 pm Teleconference 

A one hour structured adviser / industry professionals teleconference to talk through how the new Fund EcoMarket v2.0 compliments the financial advice process.  

Attendees will learn about the new tool and fund information hub - and will be invited to ask questions as we go along.

Agenda

• Introduction to ‘Fund EcoMarket and the advice process’
• Using the filter options on Fund EcoMarket
• Using the SRI StyleFinder fact find questionnaire with Fund EcoMarket
• Generating reports for your audit trail
• Close

Dial in details will be issued shortly before the event.

Attendees should have access to a computer, and should be able to access www.FundEcoMarket.co.uk during this event.

Please note, a London seminar date is soon to be announced also - check here for more information.